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Asian-American/Pacific Islanders Knowledge Circle: The Bamboo Ceiling and Financial Planning

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Includes a Live Event on 02/17/2022 at 1:00 PM (MST)

James Lee, 2022 President-elect of the Financial Planning Association, will lead an AAPI community discussion about:

  • What is the "bamboo ceiling?"
  • Have you experienced the bamboo ceiling in your career?
  • What role can the Financial Planning Association play in lifting the bamboo ceiling?
  • How can financial planners help lift the bamboo ceiling in their clients' lives?

James Lee, CFP®

Founder & President

Lee Investment Management

James Lee, CFP®, currently serves as the volunteer president-elect of the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

Lee is president of Lee Investment Management in Saratoga Springs, NY, and believes strongly in the value of financial planning and strives to move the profession forward through volunteer efforts with FPA.

Lee has been a member of FPA for over 20 years and served on the board of directors of the FPA of Northeastern New York for more than eight years. He is a founding member of the FPA Council of New York, and past Chair of FPA's Legislative and Regulatory Issues Committee (LRIC). In addition to his work with FPA, Lee has served on the board of directors of The Prevention Council, Saratoga Arts and the Saratoga Youth Lacrosse Association. He also served as a member of the Town of Greenfield's Planning board and Board of Assessment Review. Lee currently serves as the Administrator of Greenfield's Economic Development Revolving Loan Fund.

Lee earned his Bachelor of Arts degree in Economics from the University of Virginia.

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Asian-American/Pacific Islanders Knowledge Circle: The Bamboo Ceiling and Financial Planning
02/17/2022 at 1:00 PM (MST)   |  60 minutes
02/17/2022 at 1:00 PM (MST)   |  60 minutes James Lee, 2022 President-elect of the Financial Planning Association, will lead an AAPI community discussion about: • What is the "bamboo ceiling?" • Have you experienced the bamboo ceiling in your career? • What role can the Financial Planning Association play in lifting the bamboo ceiling? • How can financial planners help lift the bamboo ceiling in their clients' lives?
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available